Response rating
9.6/10
FCA verified
18th September 2017

Astute Money Management Ltd

Independent Financial Adviser 12 Meyrick Park Crescent, Bournemouth, Dorset, BH3 7AQ
First meeting at adviser's own cost
We offer expertise, knowledge, integrity and a personal service at a great price.
We can advise you on
    • Corporate pension
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Daniel Weldon
Director
What our clients say
I was given Daniel Weldon's name as someone who could help me with my pension and retirement plans. With my facts to hand he produced a report stating a number of ways i could go with pension. Yes I now feel I know what to do with my pension pot.
Peter L, Broadstone, Poole
I was looking to find the best way to achieve a solid retirement plan with the pensions and savings that I have. by assisting with the release of the pensions , releasing capital and investing in annuities. yes the outcome is good and the work is ongoing with other investments that I have.
Dudley F, Bournemouth
We sold our London property and were not yet in a position to buy another. We therefore approached Astute MM to advise us on how and what we should invest our funds. Our adviser was able to provide us with clear, sound and balanced advice. We were given an understanding of the pros and cons of various investment types and received a tailor-made basket of investment funds. The adviser was able to provide my wife and I with different investment profiles to cater for our slightly different attitude to risk. Both our sets of investments performed well and our adviser was able to advise us and act quickly on our instructions when we decided to buy and sell investments.
Jean F, Poole
I was looking for advice on the best options for income insurance as my wife and I are both self employed. My Adviser understood perfectly what was required and was very helpful in outlining all of the option open to us and explaining the pros and cons of each. After going through all the various options we ended up with a product that best suited our needs.
Dan P, Lilliput
I had a private pension that was not making much money on the investments they proposed. Daniel explained to me how he could improve the returns on investments that he would propose. yes my returns on the investments that Daniel proposed have improved 50% in only a few years.
Mike P, Corfe Mullen
I sought advice to make sure I was investing my money the best way for a safe future. My adviser gave me great financial advice on saving enough for my needs in a tax efficient way. It's too early to tell as this is a long term saving, but I feel that by following his advice I have done the right thing and I feel confident about his advice.
Sarah L, Branksome Park
I needed pension advice. Daniel completely understood my goals and needs and made everything very easy to understand. I am happy with the outcome so far.
Barry C, Bournemouth
I needed some advice on pension sharing after divorce. Daniel and I discussed how much money I would need my pension to provide me with in retirement, together with my attitudes to risk to enable him to find me a suitable pension fund investment provider. He took all the worry out of tying up all the financial loose ends of my divorce. My pension funds have been suitably invested and I am happy that they are doing what they should!
Joanne D, Southampton
I Inherited some money and needed advice to invest. My adviser provided sound, practical and cost effective financial advice and increased my initial investment in a tax efficient way.
Dan S, Wimborne
I had a lump sum of money to invest but wasn't sure where best to put it to get the best return. Also we had an endowment mortgage which wasn't going to pay enough to pay off the outstanding amount. Daniel was very helpful and looked in length at what product would suit my needs best, he advised me on the negative as well as the positive. I feel I was given excellent advice and saved a fortune on the mortgage, we now have more than enough to pay off the outstanding amount. I had a good return on my 5 year savings plan which I was very pleased with.
Sue L, Poole
Where to find us
About us

We can advise on most things, but tend to focus on individual and family protection, pensions and investments.

We can help you decide on the best retirement options including flexible drawdown and enhanced annuities, or we can help you build a targeted pension/investment fund, by ensuring your pension is low cost or invested in the right way with access to many of the industry's best performing funds.

For insurance we search the whole market to get you the policy you need at a great price.

We have access to leading research software helping you access some of the best solutions, including low cost investments or pensions, higher annuity rates, lower product providers, or a better product without significantly increased costs.

We also provide regular investment and pension reviews for those wanting a more engaged advisory service.

Our fees are very reasonable and unlikely to be beaten for the same high quality service.

Our services

We look after our clients. We offer a personal service and wide range of expertise and skills covering pensions, insurance, investments and tax planning.

Our aim is to build a trusted relationship that provides you with a high quality service without a high price tag. We want you to be happy to recommend us, since that is the ultimate test of service satisfaction.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

Astute Money Management is an Independent Financial Adviser and is authorised and regulated by the Financial Conduct Authority

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